AI data centers
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The Data-Center Backlash: Who Pays for AI’s Growth?
Voters pushed back on data centers. Why power, water and neighborhood consent change the investment case without making the technology disappear.
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Wall Street Bets on Gridlock: Stocks Surge, Dollar Slides After Democrats Win Congress
Stock futures fell overnight, then the Dow jumped more than 1,000 points. Gold is back above $4,000 and the dollar hit a one-month low.…
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Midterm Elections and the Stock Market: Wall Street’s Real Ballot Is in Texas
Midterm elections and the stock market: S&P 500, Treasury yields, oil and the dollar on Election Day, plus four scenarios for stocks and sectors.